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Agenda  |  Speakers


Discovering Income — Exploring Opportunities

We invite you to join us at the Westin Galleria in Houston, TX for this exclusive Advisor Summit. This event offers advisors the opportunity to gain insight from portfolio managers, research analysts, and CEF industry experts on how to take advantage of the unique investment opportunities of CEFs to build income for your clients. Hear top institutional asset managers’ outlook and analysis of several market sectors, and network and exchange ideas with other advisors.

Agenda Highlights
• CEF Trends & Opportunity: Incorporating CEFs in Your Portfolio
• Finding Income in a Low-Yield Environment
• Exploring Alternative Investment Opportunities

Other Topics:
Energy & MLPs, Emerging Markets, Fixed Income, Convertibles, BDCs



Houston, TX

NEW PANEL: Investor-Advisor Lunch
With the accompaniment of a registered financial advisor, investors are invited to attend the Lunch & Learn: An Introduction to Closed-End Funds panel.

Industry leaders Mariana Bush, Head of CEF/ETF Research — Wells Fargo Advisors and Anne Kritzmire, Managing Director, Closed-End Funds & Global Structured Products — Nuveen, discuss the benefits of CEFs and howto generate income in a rising interest rate market.

Please Note: Investors must be accompanied by a registered advisor to attend. As such, advisors will register on an investor's behalf (either using the registration form or by emailing kcavener@cefa.com). *Registered advisors are limited to bringing one investor.*



Resources

Aberdeen Closed-End TV

Asset TV - CEF Channel

CEF Connect

Bonds

REITs

Seeking Alpha CEF Articles
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